Micron Technology's Tough Call
Micron's June 25 earnings call was clearly a very difficult event for the company's executives. Not only is the company suffering the impact of a...
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Smartkarma Originals
Samsung Electronics. A Bearish Investment Thesis.
EXECUTIVE SUMMARY We have a negative view of Samsung Electronics over the next one to two years. We believe investors will have an opportunity to...
1.2k Views
April Semiconductors Down Again, 14.6% Year/Year
The World Semiconductor Trade Statistics (WSTS) reveal that monthly semiconductor revenues for April were 14.6% below those of April 2018. This...
646 Views
Samsung Electronics Partners with AMD to Reduce Its Reliance on Qualcomm for GPUs
It was reported this week that Samsung Electronics has entered into a multi-year strategic partnership with Advanced Micro Devices (AMD). AMD will...
786 Views
WSTS Forecast Shows Rare Understanding of Downturn
Today's WSTS Spring Forecast, endorsed by the US and European Semiconductor Industry Associations (SIA & ESIA) predicts a 2019 downturn of 12%...
750 Views